| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Steele Silverlake Wealth Management LLC | 11,862 | $938,319.32 | $1.13M | $189,875.5 | 20.24% |
Johnathan Kasting DDFG Inc. | 79,702 | $5.94M | $7.58M | $1.64M | 27.61% |
| JC Jared Calvert Buck Wealth Strategies LLC | 6,248 | $516,897.13 | $594,247.28 | $77,350.15 | 14.96% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 6,518 | $418,615.44 | $619,926.98 | $201,311.54 | 48.09% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 222 | $16,738.8 | $21,114.42 | $4,375.62 | 26.14% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 20,983 | $1.36M | $2M | $636,833.87 | 46.87% |
Courtney Holt Compound Planning, Inc. | 9,339 | $686,613.16 | $888,232.29 | $201,619.13 | 29.36% |
Nemes Rush Group LLC Nemes Rush Group LLC | 367 | $26,232.8 | $36,854.14 | $10,621.34 | 40.49% |
Derrick Dagnan Employees' Retirement Fund of the City of Fort Worth | 55,500 | $3.17M | $5.5M | $2.33M | 73.52% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 51,858 | $3.88M | $4.93M | $1.05M | 26.98% |
Annmarie Young KPP Advisory Services LLC | 12,803 | $972,827.88 | $1.22M | $244,865.45 | 25.17% |
Lars Phillips RAM Investment Partners, LLC | 2,865 | $194,103.98 | $272,490.15 | $78,386.17 | 40.38% |
John Hayes LongView Wealth Management | 4,071 | $328,018.47 | $387,192.81 | $59,174.34 | 18.04% |
Christopher C. Powers Farther Finance Advisors, LLC | 21,087 | $1.76M | $2.01M | $247,907.28 | 14.1% |
James Rankin Modern Wealth Management, LLC | 3,997 | $326,601.92 | $401,378.74 | $74,776.82 | 22.9% |
David Vollmer PFS Partners, LLC | 103,991 | $6.92M | $9.89M | $2.97M | 42.91% |
United Advisor Group LLC United Advisor Group, LLC | 25,901 | $2.02M | $2.46M | $447,280.74 | 22.18% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 10,166 | $668,055.78 | $966,888.26 | $298,832.48 | 44.73% |
Luke Bunch OxenFree Capital LLC | 111,446 | $7.85M | $10.6M | $2.75M | 34.99% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,071 | $214,514.3 | $307,100 | $92,585.7 | 43.16% |